Atlas Frm LLC Portfolio Holdings

Atlas Frm LLC

  • $740 Million
  • Q1 2024

Atlas Frm LLC has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $740 Million distributed in 7 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Sylvamo Corp with a value of $390M, International Paper CO with a value of $142M, Suzano S.A. with a value of $91M, Packaging Corp Of America with a value of $61.7M, and Mercer International Inc. with a value of $31.3M.

Examining the 13F form we can see an increase of $160M in the current position value, from $580M to 740M.

Atlas Frm LLC is based out at Greenwich, CT

Below you can find more details about Atlas Frm LLC portfolio as well as his latest detailed transactions.

Portfolio value $740 Million
Basic Materials: $512 Million
Consumer Cyclical: $205 Million
Healthcare: $23 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.15B
$390 Million 52.67% of portfolio
6,312,454
Q2 2022 Added 189.5%
$16B
$142 Million 19.25% of portfolio
3,650,000
Q1 2024 Added 25.86%
$12.2B
$91 Million 12.3% of portfolio
7,120,000
Q1 2024 Added 194.21%
$17.2B
$61.7 Million 8.34% of portfolio
325,000
Q1 2024 Reduced 10.96%
$629M
$31.3 Million 4.24% of portfolio
3,150,000
Q2 2023 Added 43.18%
$9.65B
$23 Million 3.11% of portfolio
160,000
Q1 2024 Added 1,500.0%
$49.9M
$695,000 0.09% of portfolio
380,000
Q4 2022 Reduced 62.38%

Summary

  • Portfolio
  • No. of Stocks 7
  • Current Value $740 Million
  • Prior Value $580 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 14, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 0 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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